Therapist Schedule and Appointments

In 2.0 there are two quick ways to view and access client appointments for the day, from the provider Dashboard: My Schedule and Today. The video on 'Scheduling Reminders' also briefly covers accessing the (month/week/day) view of your therapy schedule and how to organize reminders easily.

My Schedule

Click My Schedule from the left-hand menu. Within is a view of the Day/Week/Month appointment for scheduled clients.

Today

Click Today from the left-hand menu. This view narrows to just Today’s appointments and meetings. The Today view also allows a therapist to engage Autopilot.

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